account_balance
Investment manager · 13F filer · SEC CIK 1904431
Avaii Wealth Management, LLC
Reported value$347Mas of Sep 30, 2026
Positions176 18 new, 17 sold out
Top 10 weight44.0%CGDV alone is 9%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CGDVCapital Group Dividend Value
8.6%
IVViShares Tr
6.9%
RDVYFirst Tr Exchange Traded Fd
5.7%
JIVEJ P Morgan Exchange Traded F
4.3%Added +3%
NVDANVIDIA Corp
3.6%
IAUiShares Gold Trust
3.2%Added +7%
TSLATesla, Inc.
3.0%Trimmed −2%
PYLDPimco ETF Tr
3.0%Added +3%
XMMOInvesco Exchange Traded Fd T
2.9%Added +4%
SOXXiShares Tr
2.8%Trimmed −5%
GLWCorning Inc
2.6%Added +10%
IRENIREN Ltd
2.5%Added +24%
CGDVCapital Group Dividend Value
8.6%
IVViShares Tr
6.9%
RDVYFirst Tr Exchange Traded Fd
5.7%
JIVEJ P Morgan Exchange Traded F
4.3%Added +3%
IAUiShares Gold Trust
3.2%
TSLATesla, Inc.
3.0%
PYLDPimco ETF Tr
3.0%
XMMOInvesco Exchange Traded Fd T
2.9%
SOXX2.8%
GLW2.6%IRENBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CGDV Capital Group Dividend Value 8.6% Held
IVV iShares Tr 6.9% Held
RDVY First Tr Exchange Traded Fd 5.7% Held
JIVE J P Morgan Exchange Traded F 4.3% Added +3%
NVDA NVIDIA Corp 3.6% HeldIAU iShares Gold Trust 3.2% Added +7%TSLA Tesla, Inc. 3.0% Trimmed −2%PYLD Pimco ETF Tr 3.0% Added +3%
XMMO Invesco Exchange Traded Fd T 2.9% Added +4%
SOXX iShares Tr 2.8% Trimmed −5%
GLW Corning Inc 2.6% Added +10%IREN IREN Ltd 2.5% Added +24%What changed
Biggest moves since Jun 30, 2026
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